Bloomberg, Released on 8/7/24 Mohamed El-Erian, a Bloomberg Opinion contributor, says there was probably “enormous external pressure” on the Bank of Japan to send a dovish signal. He speaks on Bloomberg Television. Mohamed El-Erian is the President of Queens College, Cambridge and the Chief Economic Adviser of Allianz, a multinational financial services company. He is […]
What Bitcoin Did, Released on 8/7/24 Lyn Alden is a macroeconomist, investment strategist and General Partner at Ego Death Capital. In this interview, we discuss the unwinding of the Japan carry trade, the Fed cutting interest rates, how broken money leads to social unrest and what all of this means for Bitcoin. “It’s much harder […]
OPTO, Released on 3/15/24 In this episode, Jim discusses the overexuberance that he believes is ramping up in global markets in 2024. One exception to this trend is China, which is going through a period of “despair” following its real estate bubble. Jim also mentions why he’s investing in countries like Uzbekistan before sharing insights […]
Nomad Capitalist, Released on 3/11/24 In this exclusive and thought-provoking interview, legendary investor Jim Rogers delves into a myriad of topics shaping the global economic landscape. Reflecting on his experience living outside the US, he shares perspectives on societal stability and emerging market opportunities. With a focus on adaptability and the importance of diversification, Rogers’s […]
Eurodollar University, Released on 2/27/24 Japan is in recession, one that is getting worse. Japanese officials tell you not to believe your lying eyes, inflation is the greatest risk. All the data conclusively shows it is not, that Japan’s contraction is a product of global forces that just so happen to be taking care of […]
Wall St. For Main St., Released on 8/2/21 The world’s largest pension fund (in Japan) announced in the last 24 hours that it is selling over 34% of its US Treasuries. World’s biggest pension fund makes record cut to U.S. bond weighting https://www.japantimes.co.jp/news/202… Maybe this is why the Fed announced last week that it is […]
CNBC, Released on 3/9/21 David Tepper, founder of Appaloosa Management, told CNBC’s Joe Kernen believes Japan, which had been a net seller of Treasurys for years, could start buying the U.S. government bonds again following the surge in yields. The potential buying could help stabilize the bond market, Tepper said. Jim Grant, founder and editor […]
The Morgan Report, Released on 2/21/20 This beast is moving very fast. Will the coronavirus be contained—or go pandemic? As this outbreak continues to spread across China and elsewhere, is there a clearer picture of how the pathogen behaves and the key factors that will determine whether it can be contained? David Morgan is a […]
